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Wealth Advisors of Tampa Bay’s Amgen AMGN Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$810K Sell
2,237
-50
-2% -$17.1K 0.25% 70
2026
Q1 		$805K Buy
2,287
+70
+3% +$25K 0.27% 70
2025
Q4 		$726K Sell
2,217
-75
-3% -$23.8K 0.25% 68
2025
Q3 		$647K Buy
2,292
+240
+12% +$69.6K 0.22% 70
2025
Q2 		$573K Sell
2,052
-40
-2% -$11.3K 0.22% 69
2025
Q1 		$652K Buy
2,092
+320
+18% +$94.5K 0.26% 68
2024
Q4 		$462K Buy
1,772
+257
+17% +$76.3K 0.2% 69
2024
Q3 		$488K Buy
1,515
+95
+7% +$31.1K 0.2% 71
2024
Q2 		$444K Hold
1,420
– – 0.21% 67
2024
Q1 		$404K Buy
+1,420
New +$416K 0.19% 67
2022
Q4 		– Sell
-1,354
Closed -$305K – 75
2022
Q3 		$305K Sell
1,354
-29,222
-96% -$7.08M 0.21% 62
2022
Q2 		$7.44M Sell
30,576
-540
-2% -$132K 2.3% 13
2022
Q1 		$7.52M Buy
31,116
+260
+0.8% +$59.7K 2.04% 14
2021
Q4 		$6.94M Buy
30,856
+15,596
+102% +$3.29M 1.7% 21
2021
Q3 		$3.25M Buy
15,260
+1,160
+8% +$267K 1.79% 18
2021
Q2 		$3.44M Sell
14,100
-44
-0.3% -$10.8K 1.91% 17
2021
Q1 		$3.52M Buy
14,144
+945
+7% +$225K 2.08% 12
2020
Q4 		$3.04M Buy
13,199
+631
+5% +$145K 2.12% 11
2020
Q3 		$3.19M Sell
12,568
-505
-4% -$125K 2.37% 8
2020
Q2 		$3.08M Buy
13,073
+33
+0.3% +$7.53K 2.57% 9
2020
Q1 		$2.64M Buy
13,040
+141
+1% +$30.8K 2.96% 8
2019
Q4 		$3.11M Buy
12,899
+80
+0.6% +$17.6K 2.86% 12
2019
Q3 		$2.48M Sell
12,819
-1,800
-12% -$346K 2.06% 21
2019
Q2 		$2.69M Buy
+14,619
New +$2.62M 1.96% 22

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Advisors of Tampa Bay's AMGN Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Amgen (AMGN) stake by 2.2% in Q2 2026, selling an estimated $17.1K and leaving 2,237 shares worth $810K. The position accounts for 0.25% of the portfolio, ranked #70.

Wealth Advisors of Tampa Bay first reported a position in AMGN in Q2 2019 and has held it in 24 quarters since. The position peaked at $7.52M in Q1 2022. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 2,237 shares of Amgen worth $810K as of Q2 2026.
  • Wealth Advisors of Tampa Bay sold 50 Amgen shares in Q2 2026, an estimated $17.1K.
  • Amgen made up 0.25% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #70 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Amgen in Q2 2019 and has held it in 24 quarters since.
  • Wealth Advisors of Tampa Bay's Amgen position peaked at $7.52M in Q1 2022.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.